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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,718 | $78,636-68.6% | $105,607-76.6% | $74,459-66.8% |
| Participation rate | 30.7% | 72.8%-42.1pp | 75.3%-44.6pp | 67.2%-36.5pp |
| Annual return | 16.22% | 15.96%+0.3pp | 116.11%-99.9pp | 1369.70%-1353.5pp |
| Employer contribution / active EE | $0 | $2,523-100.0% | $3,167-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,134 | $4,322-73.8% | $5,011-77.4% | $4,350-73.9% |
| Admin fee / account holder | $1,700 | $2,220-23.4% | $10,958-84.5% | $1,945-12.6% |